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《大行報告》大摩相信阿里(BABA.US)股價60日內將升 評級「增持」
阿思達克 04-13 09:52
摩根士丹利發表報告表示,阿里巴巴(09988.HK)(BABA.US)因在網絡平台實施「二選一」壟斷行為遭罰款28億美元,認為判罰決定消除了阿里在監管上所面對的不明朗因素,而有關因素一直對股價帶來壓力。

報告引述阿里管理層指,上述罰款對公司業務的影響輕微,且除了併購以外,目前無任何未完成的調查。管理層補充,阿里將繼續在商戶支持方面進行投資,但與在低線城市的其他戰略投資相比,這些投資相對較小,並應為商戶創造更多價值,從而提高商戶的保留率。

該行預計,阿里美股股價於未來60日將會上升,且機會率高逾80%,予其「增持」評級及目標價為300美元。

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